See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,982 | $157,256-73.3% | $141,162-70.3% | $152,861-72.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.26% | 64.32%-38.1pp | 71.39%-45.1pp | 345.32%-319.1pp |
| Employer contribution / active EE | $3,492 | $5,261-33.6% | $4,735-26.3% | $4,762-26.7% |
| Participant deferral / active EE | $8,569 | $7,109+20.5% | $6,709+27.7% | $5,850+46.5% |
| Admin fee / account holder | $300 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |